See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,081 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,591 | $99,957-44.4% | $149,696-62.9% | $73,488-24.4% |
| Participation rate | 89.0% | 75.7%+13.3pp | 82.5%+6.5pp | 70.7%+18.3pp |
| Annual return | 20.56% | 53.87%-33.3pp | 276.60%-256.0pp | 28.51%-8.0pp |
| Employer contribution / active EE | $5,179 | $3,191+62.3% | $4,644+11.5% | $2,270+128.1% |
| Participant deferral / active EE | $8,381 | $6,073+38.0% | $6,842+22.5% | $3,740+124.1% |
| Admin fee / account holder | $15 | $551-97.3% | $9,309-99.8% | $513-97.1% |